ITIM
Indiana Trust & Investment Management Portfolio holdings
AUM
$302M
This Quarter Return
+5.89%
1 Year Return
+17.34%
3 Year Return
+78.2%
5 Year Return
+115.23%
10 Year Return
+193.89%
AUM
$293M
AUM Growth
+$293M
(+7.6%)
Cap. Flow
+$6.61M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
40.76%
Holding
500
New
49
Increased
70
Reduced
93
Closed
13
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.43M |
| 2 |
NVIDIA
NVDA
|
$2.5M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.16M |
| 4 |
Amazon
AMZN
|
$1.04M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$691K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$4.68M |
| 2 |
BlackRock MuniYield Quality Fund
MQY
|
$531K |
| 3 |
KTF
DWS Municipal Income Trust
KTF
|
$314K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$303K |
| 5 |
Apple
AAPL
|
$271K |
Sector Composition
| 1 | Technology | 20.54% |
| 2 | Financials | 8.55% |
| 3 | Consumer Discretionary | 8.23% |
| 4 | Healthcare | 7.69% |
| 5 | Communication Services | 5.4% |
